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SPDR DJ Wilshire Mid Cap Value shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 612 76.04
2023-12-31 $45k 610 73.37
2023-09-30 $39k 607 64.91
2023-06-30 $42k 605 68.75
2023-03-31 $40k 602 66.06
2022-12-31 $39k 600 64.67
2022-09-30 $34k 597 56.95
2022-06-30 $36k 593 60.71
2022-03-31 $42k 590 71.19
2021-12-31 $42k 588 71.43
2021-09-30 $39k 585 66.67
2021-06-30 $39k 583 66.90
2021-03-31 $38k 580 65.52
2020-12-31 $32k 577 55.46
2020-09-30 $25k 575 43.48
2020-06-30 $24k 573 41.88
2020-03-31 $20k 569 35.15
2019-12-31 $31k 564 54.96
2019-09-30 $29k 561 51.69
2019-06-30 $29k 556 52.16
2019-03-31 $28k 556 50.36
2018-12-31 $24k 550 43.64
2018-09-30 $29k 548 52.92
2018-06-30 $27k 548 49.27
2018-03-31 $27k 273 98.90
2017-12-31 $28k 271 103.32
2017-09-30 $27k 268 100.75
2017-06-30 $26k 267 97.38
2017-03-31 $26k 265 98.11
2016-12-31 $25k 264 94.70
2016-09-30 $23k 263 87.45
2016-06-30 $22k 262 83.97
2016-03-31 $21k 260 80.77
2015-12-31 $19k 253 75.10

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial
Townsquare Capital
Lutz Financial Services
Benjamin F. Edwards & Company
Tiaa Trust, National Association
NorthRock Partners
Financial Advisory Service
Morgan Stanley
Wells Fargo & Company
First Pacific Financial
Klingman & Associates
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value